Financial Partners Group (Tennessee)’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$574K Buy
2024
Q3
$489K Buy
2024
Q2
$462K Buy
2024
Q1
$443K Buy
2023
Q4
$401K Buy
2023
Q3
$357K Hold
2023
Q2
$371K Buy
2023
Q1
$341K Buy
2022
Q4
$317K Buy